See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,319 | $80,717-7.9% | $154,803-52.0% | $84,808-12.4% |
| Participation rate | 52.3% | 66.8%-14.5pp | 78.1%-25.8pp | 68.3%-16.0pp |
| Annual return | 14.14% | 37.96%-23.8pp | 58.88%-44.7pp | 40.90%-26.8pp |
| Employer contribution / active EE | $1,251 | $2,761-54.7% | $4,305-70.9% | $2,631-52.5% |
| Participant deferral / active EE | $2,495 | $3,303-24.5% | $5,540-55.0% | $4,212-40.8% |
| Admin fee / account holder | $5 | $6,746-99.9% | $14,329-100.0% | $7,344-99.9% |